Megan Smith

Go-getter
DISC Type : d

Senior Associate - Tax at WBR Group - SSAS | Tax | Law | Actuarial

London, England, United Kingdom

Overview

Megan is a highly motivated Senior Tax Associate at WBR Group, specializing in private client tax. Having achieved her ATT qualification with first-time passes, she is now actively studying for her CTA, demonstrating a clear commitment to professional excellence and continuous development in her field.

Outside of her direct responsibilities, Megan shows an interest in the broader topic of financial well-being, sharing content related to developing a healthy relationship with personal finances. Her career journey reflects a methodical progression from foundational accounting to specialized tax advisory roles.

She earned her Association of Taxation Technicians (ATT) qualification with first-time passes on all exams.

Personality Overview

Decisive

Direct & Candid

Fast-Paced

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Tax Qualifications
She has passed her ATT exams and is actively studying for the CTA, highlighting the importance of advanced certification and expertise in her career.
Career Progression
Her profile shows a steady advancement from trainee and junior positions to her current role as a Senior Associate, reflecting a strong focus on professional growth.
Private Client Tax
Her headline and previous roles specify a focus on private client tax, indicating this is her core area of professional expertise and interest.

Media Appearances

Megan has no verified media appearances

Work History

11-2025
Senior Associate - Tax at WBR Group - SSAS | Tax | Law | Actuarial
5-2022 - 11-2025
Private Client Tax Senior at HW Fisher
4-2021 - 4-2022
Tax at RPG CROUCH CHAPMAN LLP
7-2019 - 3-2021
Tax Junior at MHA MacIntyre Hudson
8-2018 - 6-2019
Accounts trainee at Dowsett Moore

Education

2013 - 2017
Education details unavailable from Redmoor academy

More Information

Social Presence :

Prographics :

Exp : 7 Location : London, England, United Kingdom Job Level : N/A Designation : Senior Associate - Tax at WBR Group - SSAS | Tax | Law | Actuarial
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Megan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • Their decision making speed is somewhere in the middle.
  • Can Megan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Megan

Personality Compatibility


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